Financial Administrative Assistant

Category

Office, clerical & administrative - Administrative Assistant

Job type

Direct Hire

Location

Mississauga, Ontario

Adecco is currently hiring a Financial Administrative Assistantin Mississauga. Our client is looking for someone to provide exceptional client interaction and service. The successful Financial Administrative Assistant candidate will have a background in administration, as well as client services, with a focus in Wealth Management services. The successful candidate will have a proficiency using Microsoft Office programs. As a Financial Administrative Assistant, you will be responsible for front line customer service, as well as providing office support.

Financial Administrative Assistant Responsibilities:

Provide office managerial support to ensure efficient and effective daily operationAdvise and assist with the preparation and coordination of presentations and proposalsPrepare materials and financial reports for client meetingsComplete meeting follow-up activitiesSchedule and confirm client appointmentsHandle client account administration, including client queries and requestsProcess account transactions, order entry and documentationUpdate and maintain databasesGeneral office administrative duties as assigned

Financial Administrative Assistant Qualifications:

Post Secondary Education or equivalent combination of education and experienceMinimum of 3 years related experience in an administrative or client service roleFinancial Services or Accounting backgroundWealth management experience is mandatoryCompletion or significant progress towards IFIC or CSC certification would be an assetGood working knowledge of Microsoft Windows (Excel, Word and PowerPoint)Strong administrative skills, accuracy and attention to detail

MoreInformation

Accommodation will be provided in all parts of the hiring process as required under Adecco’s Employment Accommodation policy. Applicants will need to make their needs known in advance to their Adecco representative.